Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 3.26%
2 CLOU 2.77%
3 IPO 1.79%
4 HAPY 1.46%
5 INNO 1.35%
6 INVN 1.34%
7 NBDS 1.29%
8 WCLD 1.24%
9 FRTY 1.22%
10 PLAT 1.14%
11 NTZG 0.99%
12 PJFM 0.97%
13 CGMM 0.94%
14 XITK 0.82%
15 GTEK 0.80%
16 XSW 0.79%
17 AIEQ 0.74%
18 LSEQ 0.71%
19 QMID 0.71%
20 SMLL 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICONIQ Capital, LLC 14.62M (10.73%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 13.16M (9.65%) 804.92K
Increased by +6.12%
Dec 31, 25
3 AllianceBernstein L.P. 9.75M (7.15%) 2.44M
Increased by +25.03%
Mar 31, 26
4 Morgan Stanley - Brokerage Accounts 9.08M (6.66%) -739.38K
Decreased by -8.14%
Mar 31, 26
5 BlackRock Inc 7.54M (5.53%) 714.35K
Increased by +9.47%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.80M (4.99%) 6.80M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 5.60M (4.11%) 3.33M
Increased by +59.58%
Mar 31, 26
8 Vanguard Capital Management, LLC 5.38M (3.95%) 5.38M
Increased by +100.00%
Mar 31, 26
9 AQR Capital Management LLC 5.27M (3.86%) 5.00M
Increased by +94.87%
Mar 31, 26
10 JPMorgan Chase & Co 4.83M (3.54%) 4.44M
Increased by +92.03%
Mar 31, 26
11 Capital World Investors 4.52M (3.31%) 1.40M
Increased by +31.00%
Mar 31, 26
12 UBS Group AG 4.10M (3.01%) 3.66M
Increased by +89.37%
Mar 31, 26
13 Principal Financial Group Inc 3.36M (2.46%) -71.46K
Decreased by -2.13%
Mar 31, 26
14 NORGES BANK 3.33M (2.44%) 2.35M
Increased by +70.48%
Jun 30, 24
15 HHG PLC 3.26M (2.40%) 71.40K
Increased by +2.19%
Jun 30, 25
16 Wellington Management Company LLP 3.19M (2.34%) -348.70K
Decreased by -10.93%
Mar 31, 26
17 Wasatch Advisors LP 2.96M (2.17%) -1.28M
Decreased by -43.24%
Mar 31, 26
18 Fidelity International Ltd 2.72M (2.00%) -3.96K
Decreased by -0.15%
Mar 31, 26
19 Meritage Group LP 2.68M (1.97%) 8.82K
Increased by +0.33%
Mar 31, 26
20 Tiger Technology Management LLC 2.34M (1.72%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.83M (2.81%) 9.77K
Increased by +0.26%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.25M (2.39%) 2.46K
Increased by +0.08%
Sep 30, 24
3 Vanguard Small Cap Index 2.77M (2.03%) -2.85K
Decreased by -0.10%
Apr 30, 26
4 AllianceBernstein US L/C Growth Eqty MF 2.64M (1.93%) -649.00K
Decreased by -24.62%
Apr 30, 26
5 American Funds Fundamental Invs A 2.60M (1.91%) 300.00K
Increased by +11.54%
Mar 31, 26
6 Capital Group Fundamental Invtrs Comp 2.60M (1.91%) 300.00K
Increased by +11.54%
Mar 31, 26
7 Principal Aligned MidCap Equity 2.48M (1.82%) 0.00
Increased by 0.00%
Mar 31, 26
8 Principal MidCap R5 2.48M (1.82%) 0.00
Increased by 0.00%
Apr 30, 26
9 Fidelity Global Technology A-Dis-EUR 2.47M (1.81%) 7.81K
Increased by +0.32%
Apr 30, 26
10 Franklin US Small-Mid Cap Growth Equity 2.33M (1.71%) 1.82M
Increased by +78.01%
Mar 31, 25
11 Vanguard Information Technology ETF 2.15M (1.58%) 11.17K
Increased by +0.52%
Apr 30, 26
12 T. Rowe Price US Mid-Cap Value Equity 1.94M (1.43%) 1.94M
Increased by +100.00%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 1.94M (1.43%) -1.27K
Decreased by -0.07%
Apr 30, 26
14 Vanguard Explorer Inv 1.91M (1.40%) 286.08K
Increased by +15.00%
Mar 31, 26
15 American Funds New Economy A 1.84M (1.35%) 539.63K
Increased by +29.40%
Jun 30, 25
16 Capital Group New Economy Comp 1.84M (1.35%) 539.63K
Increased by +29.40%
Jun 30, 25
17 HIL Fidelity Global Technology USD 1.65M (1.21%) -314.51K
Decreased by -19.07%
Feb 28, 25
18 Wasatch Core Growth 1.64M (1.20%) -520.59K
Decreased by -31.83%
Dec 31, 25
19 Vanguard Small Cap Growth Index Inv 1.55M (1.14%) -2.23K
Decreased by -0.14%
Apr 30, 26
20 AB Large Cap Growth A 1.52M (1.11%) -523.99K
Decreased by -34.48%
Apr 30, 26